How much formal training do you have? We feel it is imperative that you understand all the tools and techniques available as you navigate your financial path.
Do you have a written goal/strategy plan for your family? As you get to know your money, we’d like to get to know you: your personal history, your wants, needs and feelings about what you want out of the rest of your life.
At this stage, we will review your overall game plan, explain the processes to make needed changes, and begin moving forward.
Are you staying on the right path? As your life changes (births, career change, marriage/divorce, unexpected illness, retirement, sickness and eventually death), we’re committed to remaining fully engaged in your family’s situation and making sure it has access to the information and resources needed to navigate life’s changes.